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Charles D

Series 66

Baton Rouge, LA

Guardian Life

Charles Duplechain is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Hancock/Whitney Bank. He also maintains a health insurance LLC unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Donald W

Series 65, Series 63

Baton Rouge, LA

Guardian Life

Donald Whittington is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Iron Horse Financial. Prior to entering financial services, he worked at ExxonMobil for 16 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Walker J

Series 66

Baton Rouge, LA

Guardian Life

Walker Johnson is a financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Western and Southern Insurance Company. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael C

Series 66

Baton Rouge, LA

Guardian Life

Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience and has previously been associated with Park Avenue Securities and Shell Chemical LP. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, both non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan O

Series 66

Baton Rouge, LA

Guardian Life

Jonathan Owens is a financial advisor with Primerica Advisors based in Baton Rouge, LA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Guardian Life Insurance Company and Park Avenue Securities, as well as Cetera Advisors LLC. Outside of his advisory work, Owens is involved with Star Service Inc. of Baton Rouge, a business he has been associated with since 2009. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs, financial planning, retirement-plan consulting, and business consulting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Travis S

Series 63

Baton Rouge, LA

Guardian Life

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 28 years of industry experience. He has been affiliated with Guardian Life since 2006 and joined Park Avenue Securities in 2022. Outside of his advisory role, he conducts training for law enforcement agencies as an instructor trainer for AXON, formerly Taser International. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients using a combination of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ellen A

Series 63, Series 66

Baton Rouge, LA

Guardian Life

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with Guardian Life since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jp C

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Jp Caswell is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Caswell is also the owner of The Physician's Guild, LLC, a business connecting student loan debt to potential grant opportunities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies including discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Rhett B

Series 66

Baton Rouge, LA

Guardian Life

Rhett Bergeron is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked in the food and fitness industries. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and charitable clients, offering a range of brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Frederick S

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Frederick Sharbaugh is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 1997 and 1999, respectively. Outside of his advisory role, he operates a financial services business that sells third-party products. Primerica Advisors is part of a larger enterprise that serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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